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deVere Acuma
deVere Acuma is a bank / wealth / trust based in Dubai, founded 2013; the Altss profile covers its classification, headquarters, registration, AUM band, and...
Overview
deVere Acuma financial advisors offer advice on tax planning, life insurance, education plans, etc., in Dubai to suit individual clients
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
Middle East
Country
United Arab Emirates
City
Dubai
Corporate office
Dubai, United Arab Emirates
Frequently asked questions
What is the firm's primary source of client assets?
The dominant pipeline is pension transfers, specifically the consolidation of UK-defined benefit and defined-contribution schemes into Qualifying Recognised Overseas Pension Schemes (QROPS) for expatriates. Secondary flows come from regular-premium offshore savings plans and lump-sum investments into portfolio bonds. The advisory model targets internationally mobile professionals who accumulate retirement assets across multiple jurisdictions.
How is the firm regulated across its operating jurisdictions?
The firm operates under the regulatory perimeter of the Dubai Financial Services Authority for activities in the Dubai International Financial Centre, alongside other UAE commercial licensing regimes. The broader deVere Group maintains regulatory authorizations across multiple jurisdictions, including the UK Financial Conduct Authority for certain group entities. Cross-border advisory activity requires adherence to each client's country-of-residence rules on financial promotion and suitability.
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